IBM
IBM
1,946 hedge funds and large institutions have $72.3B invested in IBM in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 752 increasing their positions, 847 reducing their positions, and 92 closing their positions.
0.72% less ownership
Funds ownership: 59.84% → 59.12% (-0.72%)
2% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 92
1% less funds holding
Funds holding: 1,970 → 1,946 (-24)
11% less capital invested
Capital invested by funds: $80.8B → $72.3B (-$8.51B)
11% less repeat investments, than reductions
Existing positions increased: 752 | Existing positions reduced: 847
25% less call options, than puts
Call options by funds: $1.7B | Put options by funds: $2.27B
29% less funds holding in top 10
Funds holding in top 10: 92 → 65 (-27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$342M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$260M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$185M |
| 4 |
Bank of New York Mellon
New York
|
+$176M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$737M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$433M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$251M |
| 4 |
Goldman Sachs
New York
|
-$206M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$181M |
IBM Hedge Fund Activity: Q2 2018 in Review
1,946 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2018, worth a combined $72.3B — down 11% from $80.8B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of IBM and 90 opened new positions — a net loss of 2 holders — while 847 trimmed existing stakes and 752 added.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $342M. The largest seller was JP Morgan Chase, cutting an estimated $737M.
- 1,946 institutional investors held IBM (IBM) as of Q2 2018, down from 1,970 in Q1 2018.
- Funds reported $72.3B of IBM stock for Q2 2018, down 11% quarter-over-quarter.
- 90 funds opened new IBM positions in Q2 2018 and 92 closed out, a net change of -2 holders.
- The largest IBM buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $342M added.
- The largest IBM seller in Q2 2018 was JP Morgan Chase, an estimated $737M sold.
Based on aggregated 13F filings for Q2 2018.